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iShares International Select Dividend ETF

450 hedge funds and large institutions have $2.46B invested in iShares International Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 108 increasing their positions, 201 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $395K

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

11% more capital invested

Capital invested by funds: $2.22B → $2.46B (+$237M)

4% more funds holding

Funds holding: 432450 (+18)

3.39% more ownership

Funds ownership: 52.32%55.71% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

46% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 201

Holders
450
Holders Change
+18
Holders Change %
+4.17%
% of All Funds
6.56%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
60
Increased
108
Reduced
201
Closed
35
Calls
$1.14M
Puts
$395K
Net Calls
+$740K
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Argent Advisors
Louisiana
$2.57M +$33.3K +1,278 +1%
PAS
102
Park Avenue Securities
New York
$2.54M +$97.3K +3,730 +4%
BHPW
103
Beverly Hills Private Wealth
California
$2.5M +$2.33M +89,236 New
CA
104
Cetera Advisors
Colorado
$2.48M +$803K +30,780 +53%
AMM
105
American Money Management
California
$2.47M -$344K -13,198 -13%
MA
106
Mutual Advisors
Nebraska
$2.42M -$1.54M -59,197 -41%
TCMP
107
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.38M +$46K +1,763 +2%
PG
108
Prostatis Group
Maryland
$2.23M +$308K +11,802 +17%
KAS
109
Kestra Advisory Services
Texas
$2.16M +$619K +23,750 +44%
CB
110
Commerce Bank
Missouri
$2.16M -$106K -4,078 -5%
MSA
111
Marino Stram & Associates
Massachusetts
$2.14M -$190K -7,288 -9%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$2.09M +$117K +4,500 +6%
AG
113
AlTi Global
New York
$2.07M +$1.93M +73,953 New
William Blair & Company
114
William Blair & Company
Illinois
$2.05M +$73.7K +2,825 +4%
JFA
115
JNBA Financial Advisors
Minnesota
$2.05M -$396K -15,189 -17%
NAS
116
NWF Advisory Services
California
$2.04M -$50.1K -1,921 -3%
AWM
117
Apollon Wealth Management
South Carolina
$2.01M -$36.7K -1,407 -2%
WAS
118
Wealth Advisory Solutions
Indiana
$2M -$10.4M -398,018 -85%
NW
119
NewEdge Wealth
Pennsylvania
$1.98M +$1.84M +70,668 New
EWM
120
Empirical Wealth Management
Washington
$1.9M -$251K -9,625 -12%
PCIA
121
Prime Capital Investment Advisors
Kansas
$1.87M -$8.65M -331,883 -83%
PWP
122
Precedent Wealth Partners
Texas
$1.87M +$1.74M +66,751 New
1WA
123
180 Wealth Advisors
Washington
$1.87M -$438K -16,798 -20%
HW
124
Hancock Whitney
Mississippi
$1.78M -$161K -6,175 -9%
RJT
125
Raymond James Trust
Florida
$1.78M -$26.3K -1,007 -2%

IDV Hedge Fund Activity: Q4 2023 in Review

450 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q4 2023, worth a combined $2.46B — up 11% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IDV positions and 35 closed out — a net gain of 25 holders — while 108 added to existing stakes and 201 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was Bank of America, cutting an estimated $34M.

  • 450 institutional investors held iShares International Select Dividend ETF (IDV) as of Q4 2023, up from 432 in Q3 2023.
  • Funds reported $2.46B of iShares International Select Dividend ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 60 funds opened new iShares International Select Dividend ETF positions in Q4 2023 and 35 closed out, a net change of +25 holders.
  • The largest iShares International Select Dividend ETF buyer in Q4 2023 was Morgan Stanley, an estimated $157M added.
  • The largest iShares International Select Dividend ETF seller in Q4 2023 was Bank of America, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2023.